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THE EXCHANGE

RECENT NEWS

Decision Making in an Uncertain World

Similar to many areas of our world, the first few months of 2025 have presented a unique opportunity to “stress…

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Dividend Portfolio

By: Chris Hammond

Tariff Talk Dominates

Stocks began the month on a steep downward trajectory, experiencing losses reminiscent of the early pandemic lockdowns. However, by the…

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MarketMissive

By: Keith Albritton

 5 Investing Themes for Volatile Times

As markets navigate through a period of heightened volatility—driven by the implementation of new tariffs, escalating global trade tensions, and…

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MarketMissive

By: Keith Albritton


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.